HORACE B PACKER FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HORACE B PACKER FOUNDATION INC (EIN 23-6390932)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202631359349103608
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T14:44:41-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030462703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROUGHT & OSGOOD CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 CANTON STAddressLine1Txt
CityTROYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP169471472ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236390932EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HORACE B PACKER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHORABusinessNameControlTxt
Phone5707231470PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 732AddressLine1Txt
CityWELLSBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN KENYONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5707231470PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL JACOB BROUGHTPreparerPersonNm
PTINP01904617PTIN
Phone5702972183PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$223,512FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$239,903ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,130InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,130InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,130InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$242,033TotalRevAndExpnssAmt
Total Net Invst Incm$2,130TotalNetInvstIncmAmt
Total Adj Net Incm$2,130TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$5,021LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,021LegalFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$834OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$834OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,855TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,855TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$225,647ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$225,647ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$231,502TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,855TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$225,647TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,531ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$2,130AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,532CashBOYAmt
Cash EOY$6,041CashEOYAmt
Cash EOYFMV$6,041CashEOYFMVAmt
Sav And Temp Cash Invst BOY$203,449SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$217,471SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$217,471SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$212,981TotalAssetsBOYAmt
Total Assets EOY$223,512TotalAssetsEOYAmt
Total Assets EOYFMV$223,512TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$212,981CapitalStockBOYAmt
Capital Stock EOY$223,512CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$212,981TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$223,512TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$212,981TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$223,512TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$212,981TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,531ExcessRevenueOverExpensesAmt
Subtotal$223,512SubtotalAmt
Tot Net Ast Or Fund Balances EOY$223,512TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$9EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9TotalPaymentsAndCreditsAmt
Overpayment$9OverpaymentAmt
Applied To ES Tax$9AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCITIZENS NORTHERNIndividualWithBooksNm
Phone5707231470PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line190-92 MAIN STREETAddressLine1Txt
Address Line2PO BOX 878AddressLine2Txt
CityWELLSBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16901ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN TEVLIN
90-92 MAIN STREETWELLSBOROPA16901VICE PRESIDE1.00$0$0$0
JEFFREY A FETZER
941 ROUTE ROADLIBERTYPA16930DIRECTOR1.00$0$0$0
BRIAN S DUFF
ONE CHARLES STREETWELLSBOROPA16901DIRECTOR1.00$0$0$0
JOHN KENYON
90 MAIN STREETWELLSBOROPA16901PRESIDENT1.00$0$0$0
LORI HAMBLIN
90-92 MAIN STREETWELLSBOROPA16901DIRECTOR1.00$0$0$0
HOLLY IRWIN
90-92 MAIN STREETWELLSBOROPA16901DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1BENEFITTING LOCAL CHARITIES BY PROVIDING GRANT DISTRIBUTIONS TO IMPROVE THE QUALITY OF LIFE IN TIOGA COUNTY.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,108AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,108TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,108AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$137CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,971NetVlNoncharitableAssetsAmt
Minimum Investment Return$449MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$449MinimumInvestmentReturnAmt
Distributable Before Adj$449DistributableBeforeAdjAmt
Distributable Before Ded$449DistributableBeforeDedAmt
Distributable As Adjusted$449DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$225,647ExpensesAndContributionsAmt
Qualifying Distributions$225,647QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$449DistributableAsAdjustedAmt
Undistributed Income PY$210,542UndistributedIncomePYAmt
Qualifying Distributions$225,647QualifyingDistributionsAmt
Applied To Year1$210,542AppliedToYear1Amt
Applied To Current Year$449AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,656RemainingDistriFromCorpusAmt
Total Corpus$14,656TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$14,656CorpusDistri170b1EOr4942g3Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHORACE B PACKER FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 732AddressLine1Txt
CityWELLSBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16901ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5707241800RecipientPhoneNum
Recipient Email AddressMARY@OWLETTLEWIS.COMRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATION IS BY WRITTEN REQUEST OUTLINING THE ORGANIZATION'S NEEDS. SEE ATTACHED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAWARDS ARE MADE TO CHARITABLE ORGANIZATIONS THAT PERFORM SERVICES OR PROVIDE ASSISTANCE TO TIOGA COUNTY AND SURROUNDING AREAS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
DEANE CENTER
104 MAIN STREETWELLSBOROPA16901PCHVAC/FLOOR$10,000
ENDLESS MOUNTIANS MUSIC FESTIVAL
130 MAIN STREETWELLSBOROPA16901PCFUND CONCERT AND EVENTS$5,000
KNOXVILLE FOOD PANTRY
PO BOX 308KNOXVILLEPA16928PCFOOD PURCHASES$15,000703 BOATMAN RD
MAKE A WISH FOUNDATION
327 N WASHINGTON AVESCRANTONPA18503PCFUND ONE WISH FOR TIOGA COUNTY CHILD$5,000SUITE 501
PARTNERS IN PROGRESS
332 S MAIN STREETMANSFIELDPA16933PCSUMMER PROGRAM$2,000
TIOGA COUNTY AGRICULTRURAL ASSO
2258 CHARLESTON ROADWELLSBOROPA16901PCDOORS$8,550
TRINITY LUTHERAN SCHOOL
53 WEST AVEWELLSBOROPA16901PCPLAYGROUND$4,985
WELLSBORO FOUNDATION
114 MAIN STREETWELLSBOROPA16901PCELM TREE$3,000
WELLSBORO FOUNDATION
114 MAIN STREETWELLSBOROPA16901PCCONCERTS$3,000
WELLSBORO FOUNDATION
114 MAIN STREETWELLSBOROPA16901PCICE FESTIVAL$7,942
WESTFIELD YOUTH BASEBALL
113 POTTERBROOK RDWESTFIELDPA16950PCNEW FENCE AND DUGOUT$5,000
ELKLAND AREA COMMUNITY LIBRARY
110 PARKWAY AVEELKLANDPA16920PCFURNITURE AND TECH$16,500
WESTFIELD CHILD DEVELOPMENT CTR
602 EAST MAIN STWESTFIELDPA16950PCEQUIPMENT$5,700
HAMILTON GIBSON PRODUCTIONS
29 WATER STREETWELLSBOROPA16901PCPRODUCTIONS$42,145
NORTH PENN REGIONAL COLLEGE
300 2ND AVEWARRENPA16365PCCULLINARY$2,325
AMERICAN RED CROSS
256 NORTH SHERMAN STWILKESBARREPA18702PCFIRE PROGRAMS$13,000
TIOGA COUNTY PARTNERSHIP FOR
33 PEARL STWELLSBOROPA16901PCPACKER POOL$50,000COMMUNITY HEALTH
NEW CREATION EVENTS MINISTRY
1285 CHARLESTON RDWELLSBOROPA16901PCTABLETS$1,500
COWANESQUE VALLEY YOUTH FOOTBALL
115 POTTERBROOK RDWESTFIELDPA16950PCFIELD EQUIPMENT$10,000ASSOCIATION INC
SUSQUEHANNA HEALTH FUND
1001 GRAMPIAN BLVDWILLIAMSPORTPA17701PCHEALING GARDEN$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$225,647TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,130RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,130RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,130TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHORACE B PACKER TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O WILLIMGTON TRUSTAddressLine1Txt
Address Line21100 N MARKET STREETAddressLine2Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19890ZIPCd
FieldValueIRS element (for citing)
Total Contributions$239,903TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmt
BROUGHT & OSGOOD - 990 PF$1,750$1,750
INVESTMENTS- ADMIN$3,271$3,271

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INSURANCE EXPENSE$708$708
POST OFFICE BOX$126$126

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